Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.
Our practice management subjects this week encompass becoming a multi-generational family advisor, preparing your brand for artificial intelligence (AI) searches and living in the “grey zone.” Our first piece looks at serving your clients’ families. Next is a blog that examines the importance of preparing your brand for AI searches. Our last piece of the week says advisors should embrace the implementation of the grey zone.
It certainly goes without saying that advisors can help their clients create better financial plans if family members are involved in the process. This piece outlines 4 strategies to help engage with your clients’ families to serve multiple generations and lasting relationships.
Have you ever searched for yourself or your practice using AI technology? The results might surprise you. Read this piece to learn why.
This thought-provoking article says that adopting a mindset of living in the “grey zone” may just propel financial advisors forward. This piece explains what the grey zone is and how to embrace it in order to add value to your practice.
